Bloomberg
• Carmen Arroyo, Dina Bass, Loren Grush
Anthropic accounted for more than a third of SpaceX’s revenue in the third quarter, making the AI company the venture’s largest single customer, according to people familiar with the matter. The revenue comes from a finite deal, creating customer-concentration exposure even as Anthropic drives growth.
Commercial Space
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Anthropic accounted for more than a third of SpaceX’s revenue in the third quarter, making the AI company the venture’s largest single customer, according to people familiar with the matter. The revenue comes from a finite deal, creating customer-concentration exposure even as Anthropic drives growth.
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Telesat says delays completing two MDA Space pathfinder satellites have pushed global Lightspeed broadband service back about three months, to around the end of the second quarter of 2028. The company expects 15 Falcon 9 launches over 45 weeks for deployment and guided to $1.1 billion-$1.3 billion in 2026 Lightspeed spending.
In an interview with Mike Gruss, Laura Crabtree discusses ways to optimize the space industry. Crabtree leads Epsilon3 and previously trained astronauts at SpaceX, bringing experience from both a space-sector company and human spaceflight operations to the conversation.
Elon Musk has repeatedly used the letter X across his businesses: SpaceX, Tesla’s Model X and the social platform renamed X. With the X ticker available, the possibility of using it in a SpaceX-Tesla deal is raised, though the provided report offers no details of a proposed transaction.
SpaceX has completed static-fire tests of both stages of its Starship vehicle ahead of Flight 15, according to a report featuring footage of the upper-stage test. The tests mark a prelaunch milestone, but the article provides no launch date or further details on the vehicle’s readiness.
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The article argues that NASA needs SpaceX more than SpaceX needs NASA, giving the company and its chief executive leverage in their relationship. It raises questions about the agency’s dependence on a commercial provider, though the supplied article details no specific contracts, missions or policy changes.
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The space investor’s selective program will back as many as 15 pre-seed and seed companies each year, using two funding stages and providing up to 12 months of tailored support. Seraphim says the program is intended to help founders raise capital, win customers and expand internationally.
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Virgin Galactic has named its updated Delta-class suborbital spaceplane Apeiron and moved the vehicle to Spaceport America, where it is expected to begin test flights ahead of commercial service. The company now expects commercial flights to start in the second quarter of 2027.
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